See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,719 | $99,341-28.8% | $84,750-16.6% | $273,961-74.2% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 9.33% | 22.93%-13.6pp | 22.78%-13.4pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,241 | $4,214-70.6% | $3,574-65.3% | $4,869-74.5% |
| Participant deferral / active EE | $2,491 | $4,269-41.7% | $3,712-32.9% | $5,287-52.9% |
| Admin fee / account holder | $62 | $6,644-99.1% | $5,332-98.8% | $10,132-99.4% |